See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,158 | $226,064-88.4% | $182,532-85.7% | $152,861-82.9% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.4%-12.4pp |
| Annual return | 17.30% | 192.51%-175.2pp | 148.54%-131.2pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,145 | $4,978-36.8% | $4,076-22.8% | $4,762-34.0% |
| Participant deferral / active EE | $11,388 | $6,368+78.8% | $5,524+106.2% | $5,850+94.7% |
| Admin fee / account holder | $10,943 | $10,703+2.2% | $8,592+27.4% | $11,596-5.6% |